Create a Patient Flag or Note

Q: How do I create a patient flag or note?

1. Open the Scheduler Workspace

Go to the SOAPware menu, then click Schedule.

2. Open the Patient Account

2. Open the Patient Account
  1. Click on the Billing menu, then select Patient Account.
  2. Search for and select the patient using the Chart Rack.

3. Open the Flags/Notes Tab

3. Open the Flags/Notes Tab

Click on the Flags/Notes tab within the patient account.

4. Add Note

4. Add Note

Click the Add Note button located in the bottom right hand corner of the window.

5. Select a Category

5. Select a Category

Select a category for the patient's flag/note using the drop down menu.

6. Enter Notes & Save

6. Enter Notes & Save
  1. Add any desired notes into the Note box.
  2. Click OK to save.

The new note/flag will be displayed within the patient account and patient chart.  

Flag: will display with red highlighting and will alert the designated user upon opening of the chart/patient account.

Note: will display with no highlighting and will not alert any users upon opening of the chart/patient account.

Setup

The Flags/Notes feature requires initial setup.  For information on the setup process, please see: Set Up: Patient Flags/Notes.